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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$1.65M
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$1.65M +$1.8M +12,727 New
LWP
303
Legacy Wealth Planning
Nevada
$1.63M -$6.08K -43 -0.3%
ATC
304
Argent Trust Co
Tennessee
$1.61M +$56.4K +399 +3%
IWA
305
IVC Wealth Advisors
Pennsylvania
$1.61M +$26.6K +188 +2%
CAM
306
Cresset Asset Management
Illinois
$1.6M +$426K +3,014 +32%
SFG
307
StrategIQ Financial Group
Indiana
$1.59M +$31.5K +223 +2%
PD
308
Planning Directions
Pennsylvania
$1.55M +$566 +4 +0%
C
309
CEDRUS
Colorado
$1.55M +$11.6K +82 +0.7%
WA
310
Wealth Alliance
New York
$1.54M -$62.5K -442 -4%
PFA
311
Pathway Financial Advisors
Vermont
$1.52M
TPCW
312
TD Private Client Wealth
New York
$1.51M +$9.34K +66 +0.6%
CWMGP
313
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.5M -$90.4K -639 -5%
LL
314
LPWM LLC
Minnesota
$1.5M +$8.49K +60 +0.5%
PSF
315
Pacific Sun Financial
California
$1.49M +$7.07K +50 +0.4%
REMPR
316
Roof Eidam Maycock Peralta (REMP)
California
$1.47M -$24K -170 -1%
Citigroup
317
Citigroup
New York
$1.47M +$150K +1,060 +10%
IWM
318
IHT Wealth Management
Illinois
$1.47M -$6.93K -49 -0.4%
RPSA
319
Richard P. Slaughter Associates
Texas
$1.45M +$109K +771 +7%
AWM
320
Aspire Wealth Management
Massachusetts
$1.44M +$44.4K +314 +3%
CCA
321
Checchi Capital Advisers
California
$1.44M -$135K -954 -8%
Allspring Global Investments
322
Allspring Global Investments
North Carolina
$1.44M +$168K +1,188 +12%
CANC
323
Culbertson A N & Co
Virginia
$1.44M
AA
324
Advisory Alpha
Michigan
$1.43M +$138K +975 +10%
IA
325
Insight Advisors
Pennsylvania
$1.42M -$4.38K -31 -0.3%